Tickets
Tickets is a tab used to capture and manage the details of issue(s) relating to a customer, for example request for discount and even a complaint.
REGISTERING A TICKETS
Figure 2.2.1 Adding a new Tickets
Figure 2.2.2 Viewing a list of Tickets.
Figure 2.2.3 Post a reply
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ADDING A NEW TICKETS
Adding a new Tickets
- You can add a new ticket by clicking on the new button on the toolbar
- On click a dialog box appears as show in Figure 2.2. 1
- After entering the data.Click on 'Save Details' button to Save.
Viewing registered tickets
- You can view all registered tickets by clicking the 'tickets' option on the rightside menu as i Figure 2.2.2
Searching a tickets
- You can search a tickets based on Customer Name,Phone,National Id or County by typing the search criteria on top of the Column.
- You can also filter a tickets based on the Status of the tickets from the 'Status' Column.
Posting a reply to a ticket.
- Double click on the tarket ticket to get a box as shown on the left side. Type your reply on the post reply field and click post button.
Printing a list of tickets
- View all the tickets by clicking on the Customers tab on the rightside menu.
- Click on the print icon,a dropdown menu appears with two options.
Pdf
- This option prints/generates a Pdf document
Xls
- This option prints/generates an Excel/Spreadsheet document
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